Plan Snapshot
- Plan Sponsor: Plumbers & Pipefitters L25
- Sponsor EIN: 366129958
- Sponsor Address: 1903 52ND AVENUE, MOLINE, IL, 61265
- Plan Type: DB
- Plan Number: 001
- Total Participants: 928
- Total Assets: $470.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 928 | $470.4M | $22.8M | $0 |
| 2023 | 895 | $460.6M | $21.0M | $0 |
| 2022 | 894 | $397.2M | $20.6M | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| WILLIAM BLAIR MANAGEMENT LLC | Other Service Provider | $248,574 | — | $248,574 |
| DANA INVESTMENT ADVISORS, INC. | Other Service Provider | $246,017 | — | $246,017 |
| P&P LOCAL 25 FRINGE BENEFIT, LLC | Other Service Provider | $236,218 | — | $236,218 |
| LSV ASSET MANAGEMENT | Other Service Provider | $207,142 | — | $207,142 |
| QUAD CITY BANK & TRUST | Other Service Provider | $132,577 | — | $132,577 |
| SANDS CAPITAL MANAGEMENT | Other Service Provider | $108,607 | — | $108,607 |
| BARTLETT & CO | Other Service Provider | $82,840 | — | $82,840 |
| INVESTMENT CONSULTING GROUP | Other Service Provider | $66,000 | — | $66,000 |
| ATHENA ACTUARIAL CONSULTING LLC | Other Service Provider | $54,700 | — | $54,700 |
| BAUM SIGMAN & AUERBACH | Other Service Provider | $26,582 | — | $26,582 |
| BARROW HANLEY MEWHINNEY & STRAUS | Other Service Provider | $24,808 | — | $24,808 |
| CALIBRE CPA GROUP | Auditor | $19,486 | — | $19,486 |
| PROXY VOTE PLUS LLC | Other Service Provider | $6,000 | — | $6,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CALIBRE CPA GROUP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,459,551
- Estimated Expense Ratio: 0.310% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $1,599,184 | $989,989 | $236,218 | $19,486 | — |
| 2023 | $1,438,299 | $861,139 | $243,120 | $18,425 | — |
| 2022 | $1,307,770 | $860,443 | $234,728 | — | $86,963 |